Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
16
16
years of professional experience
Work History
Client Success Representative
PrimePay
08.2022 - Current
Followed documentation and training materials to diagnosis, resolve and escalate client support tickets.
Took initiative to investigate and manage issues outside documented occurrences.
Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
Utilized CRM software to track client progress, update account information and monitor service usage trends.
Identified potential risks related to customer accounts and developed strategies for mitigating those risks.
Monitored competitor activity within the industry, staying up-to-date on emerging trends that may impact our offerings.
Assisted with the implementation of new systems or services by providing training materials and resources as needed.
Billing Coordinator
BCH Mechanical
05.2022 - 08.2022
Identified, researched, and resolved billing variances to maintain system accuracy and currency.
Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
Referred past due payments to collections department.
Entered details into accounts and tracked payments.
Organized accounts for financial audits and supported audit process.
Updated documentation, reports, and spreadsheets with financial information.
Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
Worked with multiple departments to check proper billing information.
Researched and resolved billing discrepancies to enable accurate billing.
Utilized various software programs to process customer payments.
Monitored outstanding invoices and performed collections duties.
Used data entry skills to accurately document and input statements.
Audited and corrected billing and posting documents for accuracy.
Fulfillment Specialist
Paychex
09.2009 - 05.2022
Issued paychecks on designated pay dates to avoid employee dissatisfaction.
Processed W-2s, 1099s and other year-end reports to remain in compliance with state and federal laws.
Developed and implemented payroll procedures to streamline workflow.
Performed data entry tasks and maintained accurate records of clients payroll information.
Maintained employee confidence and protected payroll operations by keeping information confidential.
Handled shipping logistics for large mailings to recipients.
Documented shipping and receiving records to confirm receipt of orders.
Entered shipping information into computer system and estimated freight and postal rates.
Oversaw end-to-end operations, including production, shipping and maintenance.